Swisher Financial Concepts, Inc. Portfolio Stock Holdings
Swisher Financial Concepts, Inc. disclosed 102 stock positions valued at approximately $178.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD STAR FDS, and CAPITAL GROUP DIVIDEND VALUE. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 102
- Portfolio Value
- $178.7M
Holdings by Sector
Swisher Financial Concepts, Inc. Portfolio Holdings in Q1 2026
98 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 8.61% | 47,953 | +1,501 | +3.23% | $15,384,145 |
| VANGUARD STAR FDS | VXUS | Other | 8.21% | 190,255 | +8,214 | +4.51% | $14,670,604 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 6.56% | 275,527 | +4,668 | +1.72% | $11,720,885 |
| ABBVIE INC | ABBV | Healthcare | 6.31% | 51,889 | +23 | +0.04% | $11,285,351 |
| ISHARES INC | EUSA | Other | 4.77% | 83,690 | -1,763 | -2.06% | $8,517,080 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 4.47% | 222,399 | +13,623 | +6.53% | $7,984,110 |
| VANGUARD BD INDEX FDS | BND | Other | 4.45% | 108,009 | +12,118 | +12.64% | $7,953,766 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 4.25% | 188,927 | -1,005 | -0.53% | $7,593,010 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 4.23% | 277,457 | +29,715 | +11.99% | $7,555,123 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 4.03% | 322,053 | +32,017 | +11.04% | $7,194,686 |
| APPLE INC | AAPL | Technology | 3.56% | 25,078 | +172 | +0.69% | $6,364,437 |
| ABBOTT LABORATORIES | ABT | Healthcare | 2.95% | 51,431 | +58 | +0.11% | $5,280,460 |
| EXXON MOBIL CORP | XOM | Energy | 2.60% | 27,402 | +69 | +0.25% | $4,649,112 |
| MICROSOFT CORP | MSFT | Technology | 2.14% | 10,349 | +500 | +5.08% | $3,830,384 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.09% | 17,953 | +819 | +4.78% | $3,739,072 |
| PACER FDS TR | COWZ | Other | 1.51% | 43,053 | -528 | -1.21% | $2,693,360 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 1.36% | 82,576 | -104,876 | -55.95% | $2,435,141 |
| ALPHABET INC | GOOGL | Communication Services | 0.94% | 5,867 | +106 | +1.84% | $1,687,277 |
| BROADCOM INC | AVGO | Technology | 0.87% | 5,048 | -62 | -1.21% | $1,562,438 |
| ISHARES GOLD TR | IAU | Other | 0.78% | 15,883 | +1,815 | +12.90% | $1,400,244 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.78% | 8,430 | +59 | +0.70% | $1,393,816 |
| NVIDIA CORPORATION | NVDA | Technology | 0.72% | 7,364 | -248 | -3.26% | $1,284,299 |
| ISHARES SILVER TR | SLV | Other | 0.68% | 17,731 | +148 | +0.84% | $1,208,188 |
| GE VERNOVA INC | GEV | Utilities | 0.66% | 1,353 | +47 | +3.60% | $1,181,039 |
| SPDR GOLD TR | GLD | Other | 0.66% | 2,743 | -65 | -2.31% | $1,180,284 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.64% | 23,518 | -398 | -1.66% | $1,150,713 |
| ELI LILLY & CO | LLY | Healthcare | 0.62% | 1,203 | +4 | +0.33% | $1,106,484 |
| ALPHABET INC | GOOG | Communication Services | 0.60% | 3,767 | -60 | -1.57% | $1,080,602 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.55% | 3,922 | +31 | +0.80% | $982,792 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.52% | 6,444 | +56 | +0.88% | $930,704 |
| INVESCO QQQ TR | QQQ | Other | 0.49% | 1,515 | -125 | -7.62% | $874,794 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.48% | 2,517 | +26 | +1.04% | $850,620 |
| WALMART INC | WMT | Consumer Defensive | 0.45% | 6,524 | +29 | +0.45% | $810,737 |
| GE AEROSPACE | GE | Industrials | 0.45% | 2,852 | +12 | +0.42% | $809,346 |
| CISCO SYS INC | CSCO | Technology | 0.45% | 10,382 | +648 | +6.66% | $805,501 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.43% | 2,632 | +28 | +1.08% | $774,100 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.42% | 749 | -2 | -0.27% | $746,327 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.40% | 1 | - | - | $718,140 |
| ISHARES INC | EMXC | Other | 0.40% | 8,990 | -316 | -3.40% | $707,153 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.37% | 10,116 | +91 | +0.91% | $667,556 |
| T ROWE PRICE ETF INC | TCHP | Other | 0.36% | 14,563 | -2,520 | -14.75% | $643,393 |
| VANGUARD INDEX FDS | VO | Other | 0.35% | 2,176 | -28 | -1.27% | $624,907 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.34% | 1,507 | +533 | +54.72% | $614,689 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.33% | 6,698 | -832 | -11.05% | $592,476 |
| PIMCO ETF TR | PYLD | Other | 0.32% | 21,886 | +2,632 | +13.67% | $573,417 |
| DBX ETF TR | DBEF | Other | 0.32% | 11,578 | -189 | -1.61% | $571,953 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.32% | 3,901 | +216 | +5.86% | $565,698 |
| PROSHARES TR | NOBL | Other | 0.31% | 5,206 | -352 | -6.33% | $551,932 |
| TESLA INC | TSLA | Consumer Cyclical | 0.30% | 1,440 | -60 | -4.00% | $535,316 |
| INVESCO EXCH TRADED FD TR II | RWJ | Other | 0.30% | 10,534 | -231 | -2.15% | $531,787 |
| UNITED RENTALS INC | URI | Industrials | 0.30% | 729 | - | - | $530,948 |
| ISHARES TR | IYJ | Other | 0.28% | 3,420 | -360 | -9.52% | $504,587 |
| CENTENE CORP DEL | CNC | Healthcare | 0.27% | 14,564 | - | - | $476,825 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.25% | 4,733 | +63 | +1.35% | $439,600 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.23% | 2,628 | +6 | +0.23% | $413,517 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.23% | 1,956 | - | - | $413,322 |
| MCKESSON CORP | MCK | Healthcare | 0.23% | 472 | +120 | +34.09% | $408,450 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.23% | 5,246 | -403 | -7.13% | $404,886 |
| J P MORGAN EXCHANGE TRADED F | JPRE | Other | 0.22% | 8,288 | +560 | +7.25% | $398,406 |
| VANGUARD INDEX FDS | VOO | Other | 0.22% | 665 | +108 | +19.39% | $396,991 |
| ISHARES TR | IVW | Other | 0.21% | 3,243 | -28 | -0.86% | $366,850 |
| SPDR SERIES TRUST | SMLV | Other | 0.19% | 2,525 | +157 | +6.63% | $346,183 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.19% | 8,940 | -7,392 | -45.26% | $343,478 |
| VANGUARD WORLD FD | VPU | Other | 0.18% | 1,658 | -50 | -2.93% | $328,610 |
| ISHARES TR | ITA | Other | 0.18% | 1,481 | +41 | +2.85% | $323,982 |
| CUMMINS INC | CMI | Industrials | 0.18% | 597 | - | - | $320,953 |
| SCHWAB STRATEGIC TR | SCHI | Other | 0.18% | 14,065 | +14,065 | +100.00% | $318,994 |
| VISA INC | V | Financial Services | 0.17% | 1,025 | +106 | +11.53% | $309,795 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 642 | - | - | $307,646 |
| MERCK & CO INC | MRK | Healthcare | 0.17% | 2,530 | +52 | +2.10% | $304,343 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.17% | 1,074 | +30 | +2.87% | $299,954 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.16% | 5,360 | -155 | -2.81% | $289,709 |
| VANGUARD WORLD FD | MGK | Other | 0.16% | 779 | +3 | +0.39% | $286,237 |
| ISHARES TR | IVV | Other | 0.16% | 433 | +433 | +100.00% | $282,841 |
| COCA COLA CO | KO | Consumer Defensive | 0.16% | 3,692 | +112 | +3.13% | $280,764 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.15% | 5,356 | -177 | -3.20% | $272,085 |
| CATERPILLAR INC | CAT | Industrials | 0.15% | 381 | +3 | +0.79% | $269,922 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.15% | 10,472 | +10,472 | +100.00% | $268,502 |
| AMPLIFY ETF TR | IBUY | Other | 0.15% | 4,255 | -85 | -1.96% | $266,039 |
| HUNTINGTON BANCSHARES INC | HBAN | Financial Services | 0.15% | 16,923 | - | - | $264,845 |
| GORMAN RUPP CO | GRC | Industrials | 0.15% | 4,256 | - | - | $264,424 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.15% | 960 | +50 | +5.49% | $259,770 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.14% | 4,439 | - | - | $255,865 |
| VANGUARD MALVERN FDS | VCRB | Other | 0.14% | 3,205 | - | - | $248,003 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.13% | 6,475 | - | - | $241,016 |
| ISHARES TR | SOXX | Other | 0.13% | 730 | -6 | -0.82% | $239,936 |
| FEDEX CORP | FDX | Industrials | 0.13% | 670 | +670 | +100.00% | $238,641 |
| BANK AMERICA CORP | BAC | Financial Services | 0.13% | 4,778 | +4 | +0.08% | $232,948 |
| VANGUARD WORLD FD | VAW | Other | 0.13% | 1,005 | -40 | -3.83% | $226,467 |
| INVESCO EXCHANGE TRADED FD T | XSVM | Other | 0.13% | 3,751 | -200 | -5.06% | $226,035 |
| LUMENTUM HLDGS INC | LITE | Technology | 0.12% | 311 | +311 | +100.00% | $218,558 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.12% | 894 | -49 | -5.20% | $212,434 |
| ISHARES TR | IYG | Other | 0.12% | 2,537 | -156 | -5.79% | $210,165 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.12% | 858 | +858 | +100.00% | $209,729 |
| CORNING INC | GLW | Technology | 0.12% | 1,541 | +1,541 | +100.00% | $209,530 |
| NORTHERN LTS FD TR IV | BLES | Other | 0.12% | 4,640 | - | - | $205,802 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 0.11% | 7,744 | +7 | +0.09% | $203,369 |
| RYDER SYS INC | R | Industrials | 0.11% | 981 | +981 | +100.00% | $200,955 |